Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$289K Sell
2,278
-256
-10% -$32.5K 0.03% 272
2018
Q1
$346K Sell
2,534
-51,092
-95% -$6.98M 0.03% 252
2017
Q4
$7.84M Buy
53,626
+2,647
+5% +$387K 0.77% 30
2017
Q3
$7.27M Buy
50,979
+3,250
+7% +$463K 0.79% 29
2017
Q2
$6.94M Buy
47,729
+3,683
+8% +$535K 0.79% 29
2017
Q1
$6M Buy
44,046
+2,727
+7% +$372K 0.73% 32
2016
Q4
$5.46M Buy
+41,319
New +$5.46M 0.7% 33